QAD EE Upgrade Approaches

Posted on: May 8, 2023 | By: Emily Aro | QAD Financials, QAD Manufacturing, QAD Business Process, QAD Distribution

QAD EE Upgrade Approaches Thinking about upgrade approaches for QAD EE? As most QAD users know, the upgrade to QAD’s Enterprise Applications Enterprise Edition (QAD EE) from older versions of QAD’s ERP software could be a significant undertaking. Prior upgrades over the last 20 years could largely be completed as technical exercises, assuming that few customizations and business processes change. The underlying technical architecture of QAD SE from one version...


Top 3 Mistakes Made When Upgrading to QAD EE

Posted on: April 26, 2023 | By: Emily Aro | QAD Business Process, QAD Distribution, QAD Manufacturing

Congratulations! You made the decision to upgrade to QAD EE!  You most likely have a date set for implementation and know which steps are needed going forward. What issues do you need to avoid? Here are the top 3 mistakes made when upgrading to QAD EE. 1. Neglecting the necessary (and sometimes unglamorous) step of cleaning master data Master data is no longer just an IT concern; it’s critical for...


Data Migration: Best Practices

Posted on: April 20, 2022 | By: David Kwo | QAD Practice News, Logan Consulting News, Acumatica, Microsoft Dynamics Manufacturing

Data conversion is an important part of any ERP upgrade project, and Logan's team has extensive experience in completing this crucial step. This blog details the best practices for a data migration. Make decisions about what history to bring forward Companies must make decisions about which data to transfer over to the new system. These decisions may include: How much history to bring Whether to bring all Customers/Supplier/Items or just those...


Creating Fixed Assets in QAD

Posted on: April 19, 2022 | By: David Kwo | QAD Financials

Overview Fixed assets are large capital purchases which companies record as assets that depreciate over time (instead of expensing the cost). Companies can use fixed assets to make large investments in capital purchases that are used in production of its goods and services. Fixed assets allow companies to make purchases that do not result in a large impact on their income statement in the first year. Instead, the cost of...


Supplier Schedules vs Discrete Purchase Orders in QAD

Posted on: April 18, 2022 | By: David Kwo | QAD Financials

Supplier Schedules Supplier schedules in QAD give suppliers a forecast of what a company intends to buy over a certain period of time. With a one-time set up, supplier schedules allow MRP to take over and automatically generate purchase orders. Supplier schedules are intended for use with long term contractual agreements that typically require regular weekly, daily,  or even hourly deliveries. Supplier Schedules can be used with a fixed price,...


Translating Inbound/Outbound EDI Documents in QAD

Posted on: April 15, 2022 | By: David Kwo | QAD Business Process

When companies receive EDI documents to their QAD system, it is often in a format that QAD cannot read. Additionally, many companies have different EDI standards that complicate outbound documents. This blog discusses the importance of translating inbound/outbound EDI documents so that companies can leverage this standard form of document communication compatibly with their ERP system.  Electronic Data Interchange, or EDI, documents is a standard way of electronically sending documents...


QAD Bank Drivers: Business Case

Posted on: April 14, 2022 | By: Minela Covic | QAD Financials

This blog details a QAD bank drivers business case, in which leveraging bank drivers solutions enabled greater business efficiency. Business Case The client pays their vendors once a week during their Accounts Payable run. 90% of their payments are made via check currently. Their current ERP does not allow them to store supplier bank numbers in the system and does not allow them to export electronic payments. Therefore, for the...


Automation Solutions in QAD: Lessons Learned

Posted on: April 13, 2022 | By: David Kwo | QAD Business Process

QAD's Automation Solutions Module enables users to barcode inventory and then perform transactions using barcode data collection. This aids the organization in the efficient identification of the product and its movement. Prior to the introduction of this module, users had to use third party applications to accomplish barcode label generation and barcode data collection. This blog details the lessons Logan Consulting's team has learned during their implementation experiences leveraging the...


Best Pricing in QAD – Managing Volume Discounts

Posted on: April 12, 2022 | By: David Kwo | QAD Financials

QAD’s tools make it simple to create and manage volume discounts that apply to all quotes and sales orders, product lines, line items (inventory or memo, debits, or credits), and all customers with the same Customer Type. A customer never receives a discount smaller than the one entered in the customer file, unless it is manually overridden. You can manage volume discounts in Volume Discount Maintenance by filling out the...


Production Execution in QAD

Posted on: April 11, 2022 | By: David Kwo | QAD Manufacturing, QAD Business Process, QAD Distribution

Production Execution (PE) is a new QAD functionality that enables collaboration and communication between production planning and operations, ultimately offering benefits that increase production flexibility and operational capabilities. It offers a convenient solution to production management software within the QAD system, eliminating the need for paper waste or custom software.   By using a touch screen interface at the shop floor, PE creates the opportunity within the QAD system to...